Firm
Johnson Wealth Management
Grand Forks, North Dakota
Fee-only
Johnson Wealth Management at a glance
- One of 12 fee-only firms based in North Dakota in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 169 individual clients, 99 of them high net worth.
- Its average account is about $543,000 (assets it manages divided by its 596 accounts).
Facts
| Based in | Grand Forks, North Dakota |
|---|---|
| Phone | (701) 746-8310 |
Johnson Wealth Management fees
Johnson Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $323 million |
| Individual clients | 70 |
| High-net-worth clients | 99 |
| Accounts managed | 596 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110295) |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 123105 |